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RB

Ryan L. Bolton

STILLPOINT CAPITAL
TAMPA, FL 33609
Some features on this profile are disabled
CRD#: 6872016
RB

Professional summary


Ryan Lee Bolton is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2017. Ryan has worked at 1 firm and has passed the Series 63, Series 7TO, Series 79TO, SIE, Series 82, Series 99 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ryan Lee Bolton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 5, 2017 - Present

STILLPOINT CAPITAL, LLC

Office #1: 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
BD
CRD#: 133146
TAMPA, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/9/2024)
RR
California
(10/19/2018)
RR
Florida
(9/13/2023)
RR
Illinois
(4/9/2024)
RR
Maine
(4/9/2024)
RR
Maryland
(4/9/2024)
RR
Massachusetts
(10/21/2020)
RR
South Dakota
(4/9/2024)
RR
Vermont
(4/3/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/18/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/16/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/3/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99
Date: 12/5/2017
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STILLPOINT CAPITAL, LLC

CRD#: 133146Tampa, FL 33609

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